Creative Planning’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $838K | Buy |
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|
2024
Q4 | $665K | Sell |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | $610K | Buy |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.35K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $185K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $118K | Buy |
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|
2017
Q1 | $97K | Sell |
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|
2016
Q4 | $113K | Buy |
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|
2016
Q3 | $99K | Buy |
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|
2016
Q2 | $78K | Sell |
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|
2016
Q1 | $84K | Hold |
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|
2015
Q4 | $81K | Buy |
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|
2015
Q3 | $74K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $137K | Buy |
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|
2014
Q4 | $144K | Buy |
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|
2014
Q3 | $117K | Sell |
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|
2014
Q2 | $129K | Buy |
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